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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT4+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $302,709 |
Service code 15 · EIN 43-0657966 | Recordkeeping | $260,340 |
COMMERCE BANK4+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $201,118 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $63,308 |
ANDERS MINKLER HUBER & HELM LLP4+ years Service code 10 · EIN 43-0831507 | Accounting | $39,025 |
HITS SCANNING SOLUTIONS1 year Service code 15 611 LAMBERT POINTE DR · HAZELWOOD, MO 63042 | Recordkeeping | $37,120 |
HARTNETT REYES-JONES, LLC4+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $34,735 |
AFL-CIO HOUSING INVESTMENT TRUST4+ years Service code 49 2401 PENNSYLVANIA AVE, NW, STE 200 · WASHINGTON, DC 20037 | Other Services | $0 |
CHARLES L. CRANE AGENCY4+ years Service code 23 · EIN 43-1394059 | Insurance services; Insurance brokera... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.76% | 2.02%-6.8pp | -752.26%+747.5pp | 33.37%-38.1pp |
| Employer contribution / active EE | $11,651 | $12,422-6.2% | $31,802-63.4% | $11,253+3.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |